Inheritance Tax

Inheritance, or estate, tax is the tax on the estate of an individual who has passed away – this is usually property, money, or other high-value assets.

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Reduce the tax burden on your family

As with all taxes, planning is vital to optimise your tax position and a proactive approach with inheritance tax will reduce the tax burden on your family.

If you have a large estate that would be subject to inheritance tax and would like to plan the most tax efficient distribution of your assets upon your passing to family then please do get in touch. In addition to this, you will have access to our extensive professional network to ensure you are getting fantastic legal & financial advice alongside tax advice.

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How We Work

We believe in a transparent fee structure and proactive advice delivered when it is needed.

From our first meeting, through to all services undertaken, we will review your business and ensure that tax efficiencies and performance are at the forefront of the feedback provided.

Consultation

We start with a comprehensive consultation to understand your financial needs and tailor our services to meet your specific goals.

Delivery

Our expert team delivers customised accounting services efficiently, ensuring transparency and high-quality results that drive your business forward.

Review

Our expert team delivers customised accounting services efficiently, ensuring transparency and high-quality results that drive your business forward.

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Get in touch

Talk to us for any advice regarding personal tax, company accounts or any needs you may have which we can help with.

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